All Episodes

Stop Messing Up Your 401(k)

Priced Out: The Housing Market Struggle

Too Much of a Good Thing: When One Stock Owns You

Is Your Portfolio Stuck in the Past?

War, Oil, and the Lost Decade Trade

What Everyone’s Getting Wrong About the Economy Right Now

The Market Is Uncertain… Here’s What You Should Be Doing.

Understanding The Private Credit Craze

What Retirement Actually Looks Like With $500K, $1M, and $3M

Iranian War Disrupts Markets

Tariffs & Tech Wreck: Why Markets Feel Broken

Is College Really Worth It?

The Do’s and Don’ts of 401(k)s (What You Need to Know)

The Psychological Battle of Spending in Retirement

The Great Market Disconnect

The 3 Biggest Retirement Questions: Social Security, How Much You Need to Retire, and Biggest Risk

How the Ultra-Wealthy Invest: Private Equity, SpaceX, and the Rise of Alternatives

Hiring an Advisor? 10 Questions to Ask That Expose Bad Advisors

How to Avoid the Biggest Investing Mistake of 2025

3 Easy Ways to Improve Your Finances (And Avoid Bad Advice)

6 Must-Do Tax Moves Before Year-End

The Fed, Interest Rates, and the Big Mortgage Myth

Cash Burning Holes in Investors’ Pockets- LITERALLY

It's Not Always ETF's: From a CFP Managing Hundreds of Millions

Is the 60/40 Portfolio Broken?